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Vanguard Total Bond Market
BND

Overview Fund Activity

521 hedge funds and large institutions have $20.4B invested in Vanguard Total Bond Market in 2016 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 262 increasing their positions, 143 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
521
Holders Change
+13
Holders Change %
+2.56%
% of All Funds
13.92%
Holding in Top 10
98
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-5.77%
% of All Funds
2.62%
New
46
Increased
262
Reduced
143
Closed
29
Calls
$480K
Puts
$253K
Net Calls
+$227K
Net Calls Change
+$489K

Top Buyers

1
Wells Fargo
Wells Fargo
California
$1.57B
2
SEI Investments
SEI Investments
Pennsylvania
$228M
3
USAA
United Services Automobile Association
Texas
$163M
4
Ameriprise
Ameriprise
Minnesota
$160M
5
AT
Arden Trust
Delaware
$31.4M

Top Sellers

1
WIM
Windhaven Investment Management
Massachusetts
$545M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$9.63M
3
Goldman Sachs
Goldman Sachs
New York
$222M
4
Bank of America
Bank of America
North Carolina
$396M
5
State Street
State Street
Massachusetts
$468M
Name Holding Trade Value Shares
Change 		Shares
Change %
GEM
101
Global Endowment Management
North Carolina
$14.3M – – –
BSWM
102
Boston Standard Wealth Management
Massachusetts
$14.3M +$720K +8,556 +5%
TPWA
103
TRUE Private Wealth Advisors
Oregon
$14.1M -$102K -1,218 -0.7%
GBBWRPM
104
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$14.1M -$1.62M -19,297 -10%
TFF
105
The Family Firm
Maryland
$14.1M -$27.4K -326 -0.2%
CISOA
106
Capital Investment Services of America
Wisconsin
$14M -$16K -190 -0.1%
CWM
107
Cornerstone Wealth Management
Missouri
$13.6M +$13.6M +162,238 New
MFS
108
MSI Financial Services
Massachusetts
$13.2M +$419K +4,978 +3%
OBWP
109
O'Brien Wealth Partners
Massachusetts
$13.1M +$7.56M +89,789 +136%
F
110
Filament
Washington
$13.1M – – –
LPT
111
Legacy Private Trust
Wisconsin
$13M +$996K +11,833 +8%
CPO
112
Cerity Partners OCIO
New York
$12.4M +$610K +7,248 +5%
TCT
113
TIAA CREF Trust
Missouri
$11.9M +$522K +6,203 +5%
LFA
114
Landmark Financial Advisors
Kentucky
$11.1M -$32.7K -389 -0.3%
BOH
115
Bank of Hawaii
Hawaii
$10.9M +$1.06M +12,631 +11%
AII
116
AGF Investments Inc
Ontario, Canada
$10.8M -$16.7M -198,959 -61%
FWM
117
Focused Wealth Management
New York
$10.6M +$354K +4,209 +3%
SFG
118
StrategIQ Financial Group
Indiana
$10.5M +$725K +8,611 +7%
AF
119
Affiance Financial
Minnesota
$10M +$972K +11,549 +11%
MG
120
McCutchen Group
Washington
$10M +$175K +2,076 +2%
Northwestern Mutual Wealth Management
121
Northwestern Mutual Wealth Management
Wisconsin
$9.63M -$278M -3,309,010 -97%
MC
122
Miles Capital
Iowa
$9.32M +$219K +2,599 +2%
SFPM
123
Sensible Financial Planning & Management
Massachusetts
$9.3M -$696K -8,271 -7%
DADC
124
D.A. Davidson & Co
Montana
$9.26M +$1.2M +14,276 +15%
OCG
125
Opus Capital Group
Ohio
$9.13M +$223K +2,647 +3%
3 4
5
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